DZ Bank’s State Street SPDR Bloomberg Short Term International Treasury Bond ETF BWZ Stock Holding History

DZ Bank’s Portfolio BWZ Stock Details BWZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-633	Closed	-$16.2K	–	995
2024 Q2	$16.2K	Hold	633	–	–	﹤0.01%	996
2024 Q1	$16.7K	Sell	633 -2,638	-81%	-$70.1K	﹤0.01%	1002
2023 Q4	$89.6K	Buy	+3,271	New	+$86K	﹤0.01%	912
2023 Q3	–	Sell	-8	Closed	-$214	–	993
2023 Q2	$214	Sell	8 -2,798	-100%	-$75.7K	﹤0.01%	1016
2023 Q1	$76.5K	Hold	2,806	–	–	﹤0.01%	939
2022 Q4	$75.9K	Buy	+2,806	New	+$72.5K	﹤0.01%	940

Other funds holding BWZ

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $2.22B AUM 23.18% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $871M AUM 21.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

DZ Bank's BWZ Position: Q3 2024 in Review

DZ Bank sold out of State Street SPDR Bloomberg Short Term International Treasury Bond ETF (BWZ) in Q3 2024, closing a stake of 633 shares — an estimated $16.2K sold.

DZ Bank first reported a position in BWZ in Q4 2022 and held it in 6 quarters. The position peaked at $89.6K in Q4 2023. 40 funds tracked by Wall St. Rank hold BWZ as of Q3 2024.

DZ Bank reported no remaining State Street SPDR Bloomberg Short Term International Treasury Bond ETF position as of Q3 2024 after selling out during the quarter.
DZ Bank sold 633 State Street SPDR Bloomberg Short Term International Treasury Bond ETF shares in Q3 2024, an estimated $16.2K.
DZ Bank first reported a position in State Street SPDR Bloomberg Short Term International Treasury Bond ETF in Q4 2022 and held it in 6 quarters.
DZ Bank's State Street SPDR Bloomberg Short Term International Treasury Bond ETF position peaked at $89.6K in Q4 2023.
40 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Short Term International Treasury Bond ETF as of Q3 2024.

Based on DZ Bank's 13F filing for Q3 2024, filed 14 Nov 2024.